Banking Officer Resume Samples

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Banking Officers, also known as Bank Compliance Officers or Financial Examiners, make sure that the bank abides by all state and federal banking rules, regulations and procedures. Responsibilities displayed on example resumes of Banking Officers include overseeing and administering daily deposit operations for the bank, and assisting branch personnel with issues, inquiries, and training on processes and procedures. Most Banking Officers are able to list bachelor's degrees in a related field, such as accounting or finance, on their resumes.

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1

Banking Officer

Managed daily operations of the branch while generating over $2,000,000 in loans

  • Increased personal deposit accounts by $800,000
  • Developed business clients and opened deposit accounts in excess of $300,000
  • Supervised 14 employees
  • Hired and trained employees
Candidate Info
7
years in
workforce
2
years
at this job
BBA
Marketing
MBA
Finance
Accounting
2

Business Banking Officer, AVP

Foster and maintain relationship with a portfolio of business customers by conducting financial reviews, discovering additional opportunities, and proactively conducting satisfaction checks and value added updates. Manage a business banking portfolio up to 150 clients, through face-to-face calling activity. Structure and submit new loan requests from existing client portfolios, and monitor loans to ensure proper completion and customer satisfaction.

  • Exceeded sales goals for the last 3 years, with 2011 Sales performance at 140% of annual goal.
  • Ranked in top 25% DDA production, and finished in the top 30 within all of CFG.
  • Consistently exceeded expectations, and received Directors award for top performer.
Candidate Info
20
years in
workforce
5
years
at this job
AS
Marine Biology
BA
Business Management & Executive Leadership
3

Vice President/business Banking Officer

Entrusted with developing a portfolio that grew to $35 million in outstandings and $45 million in commitments. Recognized for meeting performance goals, retaining high value clients, and customizing client financial packages utilizing non-traditional banking vehicles. Additional responsibilities included training and mentoring Junior Loan Officers.

  • Increased existing portfolio from $5 to $45 million.
  • Ranked 24th out of 170 M&I business banking officers in new business development during final year of employment.
  • Exceeded performance goals, consistently ranking in top 3 of 20 regional business banking officers between 1992 and 2007 in a large and highly profitable bank focusing on commercial and industrial clients only.
  • Recognized the product potential of a small R&D energy company with low sales volume and extensive financial liabilities and tailored financial solutions to the client's needs. Following a $22 million IPO, the company emerged as a major depositor, averaging $3 million in deposits.
  • Expanded and deepened the bank's relationship with current clients by designing innovative financial packages from $250,000 to $10 million per client, utilizing non-traditional financing vehicles including those of WHEDA, Wisconsin Department of Commerce, Wisconsin Business Development Finance Corporation, Waukesha Economic Development Authority, and the SBA.
  • Consistently achieved over 100% of annual referral goals by proactively identifying critical linkage partners including the Trust Company, the Leasing Company, Asset Based Lending Division and Private Banking. Resulted in diversification of client relationships with the bank and enhanced account retention.
  • Identified growth potential in two commercial ventures and developed complex financing packages to facilitate the start-up of a direct marketing clothing company that sold for $20 million, and the expansion of a uniquely successful internet provider that ultimately sold for $28 million.
Candidate Info
20
years in
workforce
15
years
at this job
AS
Leadership
BS
Political Science
MA
Financial Management
4

Business Banking Officer

Supported 4 branch locations working closely with Retail Branch partners. Managed portfolio of clients with annual revenues of $.5 -$2MM. Focused on new business development and relationship management

  • Sourced, structured, and presented business lending opportunities appropriate for clients up to $2MM in revenue.
  • Effectively utilized centralized credit support team for both new originations and portfolio management.
  • Developed targeted Center of Influence list and created detailed plan to build relationships that led to referral business to achieve goals.
Candidate Info
7
years in
workforce
6
years
at this job
BS
Relations And Psychology
5

BANKING Officer/manager, Consumer Inbound Sales

Management: Completed all training and sales coaching duties for Consumer Inbound Sales teams within call center.

  • Provided leadership in assessing, developing and implementing product, procedure and professional development.
  • Identified and partnered with internal and external resources to design, develop and deliver appropriate training solutions to meet the objectives of the business line.
  • Partnered with the Senior Management to focus on sales progress and developed strategies to support needs to sustain sales results.
  • Provided one-on-one coaching to agents and management to assess strengths, recognize achievements and challenge non-performance.
  • Assessed sales attributes of the teams and provided specific feedback to agents, managers as well as Marketing to determine next steps.
  • Observed behaviors through call observations/direct observation to determine skill competencies.
  • Consistently exceeded standards and goals through various internal recognition and incentive programs.
Candidate Info
14
years in
workforce
4
years
at this job
AS
Business Management
Citizens Bank
Project Management Program
6

V.p./business Banking Officer, Sr

Increased portfolio in the amount of $10MM while retaining existing business from previous year's portfolio.

  • Exceeded $135% of [company name]-D loan goal.
  • Exceeded established goals in referrals
  • Exceeded goals in Deposits by over 300%
Candidate Info
38
years in
workforce
5
years
at this job
7

Banking Officer, Financial Center Manager

Controlled and balanced financial performance of branch with emphasis on retail lending, deposit acquisition and non-interest income generation. Proactively initiated, developed, and managed long term, profitable relationships with bank clients. Improved sales goals through BB&T supported sales processes and banking initiatives. Provided coaching and feedback to branch staff, to optimize sales opportunities.

  • Managed staff of bank employees and met annual incentive goals by utilizing best practices
  • Consistently generated over $400k of loan production per month
  • Consistently grew the number of net new accounts on a monthly basis
Candidate Info
12
years in
workforce
3
years
at this job
BS
Criminal Justice
8

Licensed Personal Banker/ Banking Officer

Named Top-producing Licensed Banker in area for 2012.

  • Produced 87% of closed loans in the branch in 2012.
  • Determined client eligibility for CRA loans.
  • Nominated for OJT Facilitator.
  • Completed monthly AML, Fair Lending, and Reg CC compliance training.
  • Facilitated Branch Operations meetings, as needed.
  • Accomplished Continuing Education as required by licenses.
Candidate Info
11
years in
workforce
3
years
at this job
BS
Bachelor of Science
9

Premier Banking Officer/in-store Assistant Manager

Handled all customer client base with 25k or more vested with bank. Assistant service and sales manager for traditional and in-store bank center.

  • Recommended strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
  • Researched and investigated available investment opportunities to determine whether they fit into financial plans.
  • Managed and trained 10-15 bank staff and achieved significant improvements in their productivity. Handled bank center day to day functions.
  • Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, and financial performance indicate a need for plan reassessment.
Candidate Info
9
years in
workforce
1
year
at this job
C
Certificate
BA
Science Business Managerment / Marketing
MA
Adult Education & Training
10

Private Banking Officer

Responsible for deposit and lending needs for clients with net worth greater than $10MM.

  • Underwrote all loans for banking team with over $300MM loan portfolio including custom personal banking, residential real estate, business, premium finance and commercial real estate loans.
  • Cross-sold trust, investment and financial consulting services to clients for increased profitability.
  • Decreased document deficiencies on team's loan portfolio by 75%.
Candidate Info
6
years in
workforce
3
years
at this job
BS
Business
Management Information Systems

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